SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 501 filers reported holding SPDR SERIES TRUST in Q2 2016. The put-call ratio across all filers is 0.59 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $404,000 | -25.9% | 4,065 | -33.3% | 0.05% | -26.5% |
| Q4 2018 | $545,000 | -11.4% | 6,090 | -3.0% | 0.07% | +6.2% |
| Q3 2018 | $615,000 | +15.4% | 6,281 | +9.2% | 0.06% | +6.7% |
| Q2 2018 | $533,000 | +0.8% | 5,750 | -0.9% | 0.06% | 0.0% |
| Q1 2018 | $529,000 | -21.9% | 5,800 | -19.0% | 0.06% | -15.5% |
| Q4 2017 | $677,000 | +3.5% | 7,164 | 0.0% | 0.07% | +1.4% |
| Q3 2017 | $654,000 | +2.7% | 7,164 | 0.0% | 0.07% | +1.4% |
| Q2 2017 | $637,000 | -39.5% | 7,164 | -40.0% | 0.07% | -41.5% |
| Q1 2017 | $1,053,000 | +0.6% | 11,946 | -2.4% | 0.12% | +6.3% |
| Q4 2016 | $1,047,000 | +1.4% | 12,241 | 0.0% | 0.11% | -0.9% |
| Q3 2016 | $1,033,000 | +0.6% | 12,241 | 0.0% | 0.11% | -1.8% |
| Q2 2016 | $1,027,000 | +30.0% | 12,241 | +23.9% | 0.11% | +28.1% |
| Q1 2016 | $790,000 | -0.1% | 9,882 | -8.1% | 0.09% | -4.3% |
| Q4 2015 | $791,000 | +7.8% | 10,748 | +5.6% | 0.09% | +4.5% |
| Q3 2015 | $734,000 | -24.9% | 10,178 | -20.7% | 0.09% | -25.8% |
| Q2 2015 | $978,000 | -2.5% | 12,828 | 0.0% | 0.12% | -2.4% |
| Q1 2015 | $1,003,000 | -16.4% | 12,828 | -15.7% | 0.12% | -14.0% |
| Q4 2014 | $1,200,000 | -45.1% | 15,226 | -47.2% | 0.14% | +5.9% |
| Q3 2014 | $2,184,000 | +96.9% | 28,823 | +99.0% | 0.14% | -2.2% |
| Q2 2014 | $1,109,000 | +19.1% | 14,481 | +14.5% | 0.14% | +7.8% |
| Q1 2014 | $931,000 | +5.9% | 12,651 | +4.5% | 0.13% | +4.1% |
| Q4 2013 | $879,000 | +5.3% | 12,106 | -0.1% | 0.12% | -1.6% |
| Q3 2013 | $835,000 | +3.5% | 12,117 | -0.4% | 0.12% | -0.8% |
| Q2 2013 | $807,000 | – | 12,165 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |